The Twenty Minute VC"Cursor is Dead" is Total BS: Here is Why | Miles Clements
Episode Details
EPISODE INFO
- Released
- March 9, 2026
- Duration
- 1h 3m
- Channel
- The Twenty Minute VC
- Watch on YouTube
- ▶ Open ↗
EPISODE DESCRIPTION
Miles Clements is a Partner @ Accel where he helps to lead their growth fund. At Accel, Miles has led or invested in Atlassian, Cursor, Linear, and more. ---------------------------------------------- In Today’s Episode with Miles Clements: 0:00 - Intro 0:59 - Where is True Alpha and Value in a World of AI 2:39 - Why it is Total BS that Cursor is Dead 7:03 - Why Cursor Were Not Wrong to Build Their Own Models 7:43 - What is the Upside When Investing in Cursor at $27BN? 14:11 - Do Sub $10BN Outcomes Even Matter to a Fund the Size of Accel? 16:04 - Losing ServiceTitan: Investing Lesson Learned… 19:55 - Missing Rippling: What We Learned 29:12 - What is Accel's Win Rate 31:59 - How VCs Approach Ownership Has Changed 37:21 - Does Miles Feel Happier or Sadder to be an Anthropic Investor Post Pentagon Debacle 39:33 - What Happens to Companies Like Miro and Snyk with High Prices to Live Up To? 41:01 - Why it is a Great Time to Be Thoma Bravo and Vista 41:39 - Why Founder-Led Companies Are Always Better 44:43 - Why Would Any Founder Go Public Today 47:14 - When is the Right Time to Take Chips Off The Table? 49:57 - Should VC Firms Have Evergreen Funds and Be Responsible for Public Positions 54:53 - You Can Pick Any VC to Join Accel, Who Does Miles Choose… ----------------------------------------------- Subscribe on Spotify: https://open.spotify.com/show/3j2KMcZTtgTNBKwtZBMHvl?si=85bc9196860e4466 Subscribe on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-twenty-minute-vc-20vc-venture-capital-startup/id958230465 Follow Harry Stebbings on X: https://twitter.com/HarryStebbings Follow Miles Clements on X: https://x.com/Mkclements Follow 20VC on Instagram: https://www.instagram.com/20vchq Follow 20VC on TikTok: https://www.tiktok.com/@20vc_tok Visit our Website: https://www.20vc.com Subscribe to our Newsletter: https://www.thetwentyminutevc.com/contact ----------------------------------------------- Legal Disclaimer: The content of this podcast is for informational and entertainment purposes only and does not constitute financial or investment advice. Any discussion of stocks, public markets, or investment strategies reflects the personal opinions of the speakers and should not be relied upon when making investment decisions. Figures, valuations, and financial data referenced may be estimates or subject to error. Always consult a qualified financial adviser before making any investment decision. The views expressed are those of the individual speakers and do not represent the views of 20VC or its affiliates. ----------------------------------------------- #20vc #harrystebbings #milesclements #accel #vc #venturecapital #agenticai #ai #cursor
SPEAKERS
Miles Clements
guestHarry Stebbings
host
EPISODE SUMMARY
In this episode of The Twenty Minute VC, featuring Miles Clements and Harry Stebbings, "Cursor is Dead" is Total BS: Here is Why | Miles Clements explores miles Clements debunks “Cursor is dead” and reframes AI investing Miles Clements argues that in AI, the best way to assess companies is by combining “time to value” with “durability of value,” and he claims coding tools uniquely excel on both dimensions.
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